Ross Wealth Advisors

Business Details

Your Trusted Partner for Retirement Planning Solutions

At Ross Wealth Advisors, we specialize in simplifying retirement planning through personalized, independent guidance tailored to each client's unique financial goals. Our ARMOR UP Retirement Framework provides a comprehensive approach to preserving wealth, reducing risk, and preparing for life's uncertainties with clarity and confidence. We prioritize active listening to understand individual aspirations, crafting customized strategies that align with clients' values, lifestyles, and long-term objectives. Our commitment extends to staying current with evolving financial trends and regulations, ensuring plans remain optimized for today's dynamic economic landscape.

With a focus on trust, transparency, and long-term relationships, we empower clients to achieve abundant retirements through tailored solutions in asset transfer, estate planning, risk management, healthcare planning, and tax-efficient strategies. As independent advisors, we answer solely to our clients, offering unbiased guidance free from institutional constraints. Our educational events and resources, including the book 'Retirement Armor,' equip clients with actionable insights to make informed decisions. By combining strategic roadmaps with attentive service, we help clients navigate retirement complexities while safeguarding their financial legacies.

Services

Asset Transfer Estate Planning Risk Management Tax Liabilities Retirement Income Long-Term Care

Highlights and features

We offer tailored retirement strategies aligned with your unique goals and values.
Our ARMOR UP framework provides comprehensive protection against financial risks.
We prioritize active listening to create client-centered financial roadmaps.
Our team stays current with evolving financial regulations and market trends.
We operate independently, ensuring unbiased advice focused solely on your interests.

Website

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Services

Asset Transfer

Our asset transfer services ensure seamless protection and distribution of your wealth according to your wishes. We minimize probate delays and estate taxes while creating legacy plans that honor your intentions and preserve family assets for future generations.

Estate Planning

We develop comprehensive estate plans to protect your assets and streamline their transfer to loved ones. Our strategies reduce tax burdens, avoid probate complications, and ensure your financial legacy aligns with your personal values and family needs.

Risk Management

Our risk management approach evaluates market exposure and aligns investments with retirement goals. Through diversified strategies, we preserve capital while supporting long-term financial resilience against market volatility and economic uncertainties.

Tax Liabilities

We implement strategic tax planning to reduce retirement burdens through optimized income streams and estate strategies. Our approach maximizes after-tax income while ensuring compliance with evolving tax regulations and minimizing liabilities.

Retirement Income

Our retirement income planning creates reliable cash flow from multiple sources. We design sustainable withdrawal strategies to prevent outliving assets while balancing lifestyle needs with long-term financial security and legacy goals.

People

Don Ross

Founder & President

Don Ross, RFC, founded Ross Wealth Advisors to provide independent retirement planning focused on client needs. With decades of experience, he specializes in creating personalized strategies that address income, investments, healthcare, taxes, and estate planning.

Questions

What is the ARMOR UP™ Retirement Framework?

The ARMOR UP™ framework is our comprehensive system addressing five critical areas: income, investments, healthcare, taxes, and estate planning to protect retirement assets and reduce risks.

How do you personalize retirement plans?

We create customized strategies through active listening and understanding your unique goals, values, and lifestyle to ensure financial plans align with your specific retirement objectives.

What risk management services do you offer?

We assess market risks, diversify portfolios, and implement strategies aligned with your retirement timeline to preserve capital and maintain financial stability during market fluctuations.

How do you handle estate planning?

Our estate planning services ensure efficient asset transfer according to your wishes while minimizing taxes and probate delays, helping build a secure legacy for loved ones.

Why choose independent financial advice?

As independent advisors, we provide unbiased guidance without institutional constraints, focusing solely on your best interests rather than product sales or corporate interests.

Reviews (7)

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Ms. E.

Jan 05, 2022 Report

Positive:Professionalism,Quality,Responsiveness
My experience with Ross Wealth Advisors, has been one of professionalism, mutual respect and trust. Don took the time to get to know me and understand my financial goals, and prepared a strategy that makes sense to, and works for me. He and the RWA staff are knowledgeable, accessible, and make me proud to be a member of the RWA family.

Ronald Coyle

Jan 04, 2022 Report

Don always listens to our concerns and questions we have. Don has explained to us the important to keep some of our investments safe from the stock market. We have had good discussions about future taxes and made changes to helps us. Don's has several people on his team that are expert in many topics. We have used them and got great answers on Social Security, Medicare and tax saving ideas. I highly recommend Ross Wealth Advisors for advise on your future retirement planning.

Kirk Pierson

Jul 03, 2021 Report

Positive:Professionalism,Responsiveness
Don has proven to be a very knowledgeable manager/investment professional with our savings. He also has established a team to assist someone in every phase of life - from Medicare questions to insurance , mortgage assistance etc.

Angela Daugherty

Jun 29, 2021 Report

We have been with Ross Wealth Advisors for over a year. Having limited knowledge of the stock market and other investment opportunities we needed someone who knows what they are doing and can explain it in simple terms. We found that in Don Ross and we are very happy with Don and his entire team. His weekly video recaps of the week are very helpful for us. We highly recommend you schedule a meeting with Don.

Keith Winn

Oct 19, 2019 Report

With the resent Volatility in the market, Doss Ross immediately reached out to his members to help reassure us with our strategy. Moments like this Don and his staff are there to ease the mind that we are not alone and RWA IS truly providing guidance and support throughout the journey. Thank you for your commitment and dedication to help our family achieve their goals.

Jacqueline Nelson

Oct 11, 2019 Report

After attending Don Rosss financial seminar, I met with Don for a personal financial consultation. I was highly impressed with Dons knowledge/skills to help me manage and build my financial portfolio! I have been with the Ross team for several years and I am very satisfied with their level of professionalism, financial knowledge/skills, customer service as well as the friendly and extreme kindness each team member provides to individuals attending Ross events. The Ross team are excellent role models for what great customer service should look like!!

Jim M.

Sep 22, 2019 Report

In these days of high market volatility and having just finished a year when all the Dow growth was wiped out, it is great to be doing business with a group that keeps you protected in the bad times, and helps grow your capital and peace of mind in the good times. Thanks Don and thanks to a couple of your team members who also helped me.